If we read the bottom line this is what I think SilTerra is really interested in as it represents very big business for them and their silicon.

Firdaus Abdullah, SilTerra’s Chief Executive Officer stated, POET’s Optical Interposer is a major advance over other approaches to optical interconnects and facilitates the co-packaging of electronics and photonics devices in a single Multi-Chip-Module (MCM). POET’s “Photonics-in-a-package” solution has the potential to address even larger markets in the future for the integration and co-optimization of ASIC’s and DSP’s with photonics at the interposer and chip level.  We at SilTerra look forward to a long and prosperous relationship between our two companies and our teams.”

I know that Suresh’s ultimate goal is on board optics. And we also know that POET needed to build the optical engines at an 8in or 12in silicon foundry.

At the same time they will be supplying Accelink with optical engines for 100G and 400G and are anticipating introducing a family of transceivers. I fully expect that will include 800G.  So SilTerra appears to be the silicon foundry (or at least the first) and they are making modifications and installing new equipment for volume manufacturing of the POET optical interposer. I assume those will go to Accelink for testing and qualification.

Accelink: As "preferred co-development partners," the MOU outlines a path for mutual co-operation with the objective of developing, qualifying and selling a family of transceiver products based on Poet's low-cost, high performance optical interposer platform.

More specifically, the MOU is aimed at rapidly commercializing a series of advanced multichannel (100/400G) transmit and receive devices for the datacom markets and low-cost single channel (10/25G) products for telecom applications. Poet will be providing engineering samples of its optical engines to Accelink on a preferred basis for internal testing and initial qualification.

And back to the agreement with SilTerra:

The partnership is expected to accelerate the path to commercial production of the Optical Interposer, which will enable optical engines for single-mode transceiver modules and other high-bandwidth devices.

In all cases development is required to qualify these optical engines such that they meet industry standards for commercial products.